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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,996 | $138,078-81.2% | $125,363-79.3% | $134,509-80.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.37% | 750.49%-763.9pp | 572.15%-585.5pp | 418.13%-431.5pp |
| Employer contribution / active EE | $4,233 | $5,245-19.3% | $4,815-12.1% | $4,741-10.7% |
| Participant deferral / active EE | $1,373 | $7,800-82.4% | $7,447-81.6% | $6,400-78.5% |
| Admin fee / account holder | $10,834 | $11,566-6.3% | $10,005+8.3% | $11,427-5.2% |